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Form 5500 · Retirement plan · CORAL GABLES, FL

UNIVERSITY OF MIAMI

The filing calls this plan RETIREMENT SAVINGS PLAN III.

UNIVERSITY OF MIAMI of CORAL GABLES, FL's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-0624458 · plan 007 · plan year 2025, filed Sep 24, 2026

Participants at the start of the year
10,027
Contracts on file
1
Contract value
$70,474
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TIAA-CREF.

The contracts held $70,474 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TIAA-CREFAnnuity / GIC67December$70,474$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

FIDELITY INVESTMENTS INST OP CO LLC
RECORDKEEPER · EIN 04-2647786
$251,076
paid directly by the plan
STRATEGIC ADVISORS, INC.
Named on Schedule C · EIN 04-2654524
$55,860
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 12,463 employees, 389 recordable cases, 4,531 days away from work.

EmployeesThe company's own average for the year
12,463
Hours worked
23,969,114
Recordable cases
389
Days away from work
4,531
Establishments filed under this EIN
2

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$212,907,371
Paid out in benefits
$15,370,110
Participants at the start of the year
10,027
Participants with account balances
10,278

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 13-5565207
KPMG LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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